Check in a customer with preferences
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Check in a customer with preferences
with Birdeye · Customer Data Management
Works with AI assistants
Use Birdeye: its Birdeye Contact V2 API lets you check in a customer with preferences in a single step (POST /v1/contact/external/preferences/checkin). Birdeye also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.
- Can I check in a visitor and set their email and SMS preferences at the same time?
- Does a check-in let me record preferences along with the employee who helped?
Say it to your AI assistant
- Check in {name} at {phone} with SMS preferences {smsPreferences}.
- Record a preference check-in for {emailId} with employees {employees}.
For your developer
POST /v1/contact/external/preferences/checkin in Birdeye Contact V2 API. Full spec on APIs.io.